Account Financial Risk

account_financial_risk · OCA/credit-control

    Repository
    OCA/credit-control · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Accounting
    Folder size
    2.23 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/credit-control
    Last tracking update
    2026-08-07 09:06:36
    Authors
    Odoo Community Association (OCA), Tecnativa
    Maintainers
    Odoo Community Association (OCA), Tecnativa
    Committers
    Weblate, OCA-git-bot, oca-ci, Pablo Cortés
    Odoo dependencies
    odoo/odoo:
    - contacts
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    Python dependencies
    None
    System dependencies
    None
    Required by
    sale_financial_risk, sale_financial_risk_info
    Description
    Adds a new page in partner to manage its *Financial Risk*. (Only visible
for User or Manager Financial Risk groups)

If any limit is exceeded, you won't be able to confirm any of its
invoices unless you are authorized (Financial Risk Manager group). You
can click in risk amount to view amount origin.

![](../static/description/financial_risk_click.png)

When a non-zero credit limit is set, the last modification date is saved
and displayed next to the credit limit.

Optionally, the credit information can be shown in the portal view
for the customer, if configured accordingly.

![](../static/description/financial_risk_portal.png)

    Code Analysis ⓘ

    Views touched (6)
    XML IDNameModelTypeStatus
    financial_risk_account_move_line_pivot_view Account financial risk account move line pivot view account.move.line pivot New
    financial_risk_info financial_risk_info ir.ui.view qweb New
    partner_risk_exceeded_wizard Partner risk exceeded partner.risk.exceeded.wiz form New
    res_config_settings_view_form res.config.settings.view.form.inherit.partner.financial.risk res.config.settings form Inherits account.res_config_settings_view_form
    res_partner_view_risk res.partner.view.risk res.partner form Inherits base.view_partner_form
    side_content side_content ir.ui.view qweb Inherits portal.side_content
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (6)

    New fields (2)
    • risk_amount_total_currency Monetary
      compute='_compute_risk_amount_total_currency' currency_field='risk_currency_id' string='Risk Amount Total'
    • risk_currency_id Many2one
      related='partner_id.risk_currency_id'
    Public methods (2)
    • action_post(self)
    • risk_exception_msg(self)

    New fields (4)
    • continue_method Char
    • exception_msg Text
      readonly=True
    • origin_reference Reference
      string='Object' args: <expr>
    • partner_id Many2one → res.partner
      comodel_name='res.partner' readonly=True string='Customer'
    Public methods (2)
    • action_show(self)
    • button_continue(self)

    New fields (2)
    • allow_overrisk_invoice_validation Boolean
      help='Always allow the validation of draft invoices. Useful when the flow comes from sales orders and the over-risk has already been allowed when confirming these.' string='Allow invoice validation over the risk'
    • invoice_unpaid_margin Integer
      help='Days after due date to set an invoice as unpaid. The change of this field recompute all partners risk, be patient.' string='Maturity Margin'
    Public methods (0)

    No public methods.

    New fields (3)
    • allow_overrisk_invoice_validation Boolean
      readonly=False related='company_id.allow_overrisk_invoice_validation'
    • invoice_unpaid_margin Integer
      readonly=False related='company_id.invoice_unpaid_margin'
    • portal_show_financial_risk Boolean
      config_parameter='account_financial_risk.portal_show_financial_risk' help='If enabled, portal users will be able to see their credit information.' string='Show credit information in portal'
    Public methods (0)

    No public methods.

    New fields (30)
    • credit_currency Selection
      default='company' selection=[('company', 'Company Currency'), ('receivable', 'Receivable Currency'), ('pricelist', 'Pricelist Currency'), ('manual', 'Manual Credit Currency')] tracking=True
    • credit_limit Float
      tracking=True
    • credit_policy Char
    • date_credit_limit Date
      compute='_compute_date_credit_limit' readonly=False store=True string='Last Credit Limit Date'
    • manual_credit_currency_id Many2one → res.currency
      comodel_name='res.currency' string='Manual Credit Currency'
    • move_line_ids One2many → account.move.line
      comodel_name='account.move.line' inverse_name='partner_id' string='Account Moves'
    • portal_show_financial_risk_visible Boolean
      compute='_compute_portal_show_financial_risk_visible' help='Helper field to control visibility of the partner option based on global config.'
    • risk_account_amount Monetary
      compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Other Account Open Amount'
    • risk_account_amount_include Boolean
      help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Other Account Open Amount'
    • risk_account_amount_limit Monetary
      currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Open Amount'
    • risk_account_amount_unpaid Monetary
      compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Other Account Unpaid Amount'
    • risk_account_amount_unpaid_include Boolean
      help='Full risk computation.\nResidual amount of move lines not reconciled with distinct account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Other Account Unpaid Amount'
    • risk_account_amount_unpaid_limit Monetary
      currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit Other Account Unpaid Amount'
    • risk_allow_edit Boolean
      compute='_compute_risk_allow_edit'
    • risk_amount_exceeded Monetary
      compute='_compute_risk_exception' currency_field='risk_currency_id' string='Risk Over Limit'
    • risk_currency_id Many2one → res.currency
      comodel_name='res.currency' compute='_compute_credit_currency'
    • risk_exception Boolean
      compute='_compute_risk_exception' help='It Indicate if partner risk exceeded' search='_search_risk_exception'
    • risk_invoice_draft Monetary
      compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Total amount of invoices in Draft or Pro-forma state' string='Total Draft Invoices'
    • risk_invoice_draft_include Boolean
      help='Full risk computation' string='Include Draft Invoices'
    • risk_invoice_draft_limit Monetary
      currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Draft Invoices'
    • risk_invoice_open Monetary
      compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Total Open Invoices/Principal Balance'
    • risk_invoice_open_include Boolean
      help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity not exceeded, considering Due Margin set in account settings.' string='Include Open Invoices/Principal Balance'
    • risk_invoice_open_limit Monetary
      currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Open Invoices/Principal Balance'
    • risk_invoice_unpaid Monetary
      compute='_compute_risk_account_amount' compute_sudo=True currency_field='risk_currency_id' help='Residual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Total Unpaid Invoices/Principal Balance'
    • risk_invoice_unpaid_include Boolean
      help='Full risk computation.\nResidual amount of move lines not reconciled with the same account that is set as partner receivable and date maturity exceeded, considering Due Margin set in account settings.' string='Include Unpaid Invoices/Principal Balance'
    • risk_invoice_unpaid_limit Monetary
      currency_field='risk_currency_id' help='Set 0 if it is not locked' string='Limit In Unpaid Invoices/Principal Balance'
    • risk_remaining_percentage Float
      compute='_compute_risk_remaining' search='_search_risk_remaining_percentage' string='Risk Remaining (Percentage)'
    • risk_remaining_value Monetary
      compute='_compute_risk_remaining' currency_field='risk_currency_id' string='Risk Remaining (Value)'
    • risk_total Monetary
      compute='_compute_risk_exception' currency_field='risk_currency_id' help='Sum of total risk included' string='Total Risk'
    • show_financial_risk_in_portal Boolean
      default=True help='If enabled, this partner will see their financial risk in the portal, provided the global setting is also enabled.' string='Show credit information in portal'
    Public methods (1)
    • open_risk_pivot_info(self)

    New fields (0)

    No new fields.

    Public methods (1)
    • validate_move(self)

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